Theme

Defense stocks

Companies that sell weapons, aircraft, ships, electronics, and services to the US military and its allies. Their sales follow defense budgets and the contracts that come from them.

Today

+0.6%

on average, 19 of 32 up

Average score

2.2

Below Average. All stocks average 3.9.

Delayed 15+ min, as of 8:01 PM ET. Live for Pro members.

Highest Quality Scores

FEIMFrequency ElectronicsMakes precision timing gear for satellites and secure military systems.+0.07%15
KOPNKopinMakes microdisplays and optics for weapon sights and soldier systems.+6.51%14
RTXRTXMakes missiles, radars, and military engines, plus commercial aerospace parts.-0.18%11

See all 32 ranked, live

Free for 24 hours. No account needed. Then keep going with a free account.

The other 29, by name

Open any stock for its score. Pro members see every stock ranked.

Prime contractors 6

BABoeingBuilds military aircraft, weapons, and satellites in its defense segment.+0.67%
GDGeneral DynamicsBuilds submarines, combat vehicles, and military IT, plus Gulfstream jets.-0.79%
HIIHuntington Ingalls IndustriesBuilds Navy aircraft carriers, submarines, and amphibious ships.-2.11%
LHXL3Harris TechnologiesMakes military radios, sensors, space systems, and rocket motors.-0.76%
LMTLockheed MartinBuilds the F-35 fighter, 27% of its sales, plus missiles and satellites.-0.02%
NOCNorthrop GrummanBuilds bombers, missiles, missile defense, and space systems for the military.-0.83%

Systems and services 23

AADXApplied Aerospace & DefenseBuilds subsystems for military aircraft, missiles, and space launch.+8.04%
AIROAIRO Group HoldingsSells military drones to NATO countries and trains military pilots.+0.76%
AVAVAeroVironmentMakes military drones, loitering munitions, and counter-drone systems.+0.36%
AVEXAEVEXMakes drones, electronic warfare, and navigation gear for the military.+2.48%
BAHBooz Allen Hamilton HoldingProvides consulting, AI, and cyber work to US defense and intelligence.-4.43%
BWXTBWX TechnologiesMakes the nuclear reactors and fuel that power Navy submarines and carriers.-1.41%
CWCurtiss-⁠WrightMakes defense electronics and naval pumps and valves, among A&D parts.+0.13%
DRSLeonardo DRSMakes sensors, electronics, and naval power systems for the US military.+0.11%
HAWKHawkEye 360Runs satellites that collect radio signals intelligence for defense buyers.+0.54%
KRMNKarman HoldingsMakes payload, interstage, and propulsion systems for missiles and rockets.+7.06%
KTOSKratos Defense & Security SolutionsMakes military drones, hypersonic vehicles, and solid rocket motors.+0.58%
LASRnLIGHTMakes high-power lasers, mainly for directed-energy defense systems.+1.63%
LDOSLeidos HoldingsProvides IT, engineering, and defense systems, mostly to US agencies.-3.47%
MRCYMercury SystemsMakes signal and data processing electronics for defense primes.+0.95%
RCATRed Cat HoldingsMakes drones and uncrewed boats for military and national security buyers.+1.11%
RDWRedwireMakes drones and space hardware; national security is 47% of its sales.+2.93%
SAICScience Applications InternationalProvides engineering and IT services, mostly to US defense and intelligence.-0.82%
SWMRSwarmerWrites software that lets militaries fly drones in coordinated swarms.-6.23%
TDGTransDigm GroupMakes parts for nearly all military and commercial aircraft.-0.63%
TLSTelosSells cybersecurity and secure network services, mostly to US defense.-0.95%
VOYGVoyager TechnologiesMakes missile-defense, propulsion, and intelligence systems, plus space gear.+3.41%
VVXV2XRuns bases, logistics, and aircraft upkeep, mainly for the US military.+0.11%
YSSYork Space SystemsBuilds small satellites and ground systems for US national security.+4.30%

Show all 29

Pro

Here is what Pro members see.

Every theme has a page like this for Pro members, defense stocks included: each stock ranked live by its Quality Score, with the reason it belongs.

The AI chips theme page a Pro member sees: every AI chip stock ranked live by Quality Score, each with what it does, its part of the theme, its price, the day's move, and its next report — The same page for Pro members, on AI chipsEach stock's price, move, next report, and Quality Score, live, with what it does in the theme.

The AI chips theme page on a phone: every AI chip stock ranked by Quality Score with the day's move, a search, and a filter by part of the theme — The same on a phoneEvery page is laid out for a phone, not shrunk to fit one.

The scanner's filters on a phone with Theme set to AI chips, under the sort, the minimum Quality Score, and the sector, over company size, and the button that shows the 14 matching stocks — The theme in the scannerPick Defense under Theme in the scanner's filters, then narrow it by score, size, or any other filter.

The New alert form on a phone watching a saved scan, AI chips at Excellent and up, for when a name enters it, sent by the bell on the site, a push notification, and email, with the Save alert button — An optional theme alertAn optional alert when a defense stock reaches Excellent, by push, email, or the bell.

Prices refresh every 2.5 seconds during market hours.
Optional alerts by push, email, or the bell.
Add it to your Home Screen and it opens like an app.

What moved today

Today, as of 8:01 PM ET, defense stocks are up 0.6% on average, 19 of 32 up. Applied Aerospace & Defense (AADX) rose most, up 8.0%. Swarmer (SWMR) fell most, down 6.2%.

What moves defense stocks

The US defense budget and the bills that fund it
Large contract awards, published daily by the Department of Defense
Wars and tensions that change what allies order

What's next

Earnings reports across defense stocks, the next 30 days

EarningsNOCNorthrop Grumman reports, before the open
EarningsRTXRTX reports, before the open
EarningsLMTLockheed Martin reports, before the open

6 more dates, for Pro members.

What are defense stocks?

Companies that sell weapons, aircraft, ships, electronics, and services to the US military and its allies. Their sales follow defense budgets and the contracts that come from them.

How many defense stocks are there?

This list has 32, the ones among the stocks Breakaway scores where the theme is the main business. Health insurers that run military health plans, and suppliers whose defense sales are a small share.

Which defense stocks have the highest Quality Score?

As of 8:01 PM ET: Frequency Electronics (FEIM) 15, Kopin (KOPN) 14, and RTX (RTX) 11. Each stock's own page shows its score and the reasons behind it.

How this list is made

Defense departments and militaries make up about a third of its sales or more, by its own reporting. Each company is checked against its own annual report, and the reason beside it says what it does in this theme. Last checked Oct 2 2026.

Related themes: Drones, Space, Cybersecurity. More in industrials stocks, or every theme.

Every one of the 32, ranked.

Real-time prices, each stock's Quality Score, the theme's score over 60 sessions, every date ahead, the filing behind each company, and optional alerts.

See all 32 ranked, live

Free for 24 hours. No account needed. Then keep going with a free account.

Prices and scores on this page are delayed at least 15 minutes. Information, not advice.